Valeo Financial Advisors’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-52
| Closed | -$2K | – | 1840 |
|
|
2020
Q2 | $2K | Buy |
52
+20
| +63% | +$769 | ﹤0.01% | 1689 |
|
|
2020
Q1 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1491 |
|
|
2019
Q3 | – | Sell |
-1,490
| Closed | -$73K | – | 1613 |
|
|
2019
Q2 | $73K | Sell |
1,490
-40
| -3% | -$1.96K | 0.01% | 502 |
|
|
2019
Q1 | $72K | Sell |
1,530
-1,255
| -45% | -$59.1K | 0.01% | 480 |
|
|
2018
Q4 | $118K | Sell |
2,785
-659
| -19% | -$27.9K | 0.02% | 348 |
|
|
2018
Q3 | $148K | Buy |
3,444
+1,155
| +50% | +$49.6K | 0.02% | 324 |
|
|
2018
Q2 | $98K | Buy |
2,289
+2,130
| +1,340% | +$91.2K | 0.01% | 396 |
|
|
2018
Q1 | $7K | Hold |
159
| – | – | ﹤0.01% | 1028 |
|
|
2017
Q4 | $7K | Buy |
159
+67
| +73% | +$2.95K | ﹤0.01% | 912 |
|
|
2017
Q3 | $4K | Buy |
+92
| New | +$4K | ﹤0.01% | 909 |
|